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2026-01-01-accounts

Trustees’ Annual Report for the period

From 1st February 2025 To 31st December 2025

Charity name: Stafford u3a

Charity registration number: 1120043

Objectives and Activities

SORP reference
Summary of the purposes of
the charity as set out in its
governing document
Para 1.17 The advancement of education and, in
particular, the education of older people
and those who are retired from full time
work, by all means, including associated
activities conducive to learning and
personal development.
Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or
services identified in the
accounts.
Para 1.17 and
1.19
The activities are organised in specific
interest groups, each led by a Group
Leader. Activities are many and varied
comprising discussion groups, craft
groups, physical activity groups,
creativity groups and cultural activity
groups.
Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
Para 1.18 The trustees comprise the committee
which meets to ensure effective
management and governance of the
charity with regard to CC guidance on
public benefit.
~~benefit~~

Additional information (optional)

You may choose to include further statements where relevant about:

SORP reference Para 1.38 Policy on grant making Para 1.38 Policy on social investment including program related investment

Para 1.38 Contribution made by volunteers Other

Achievements and Performance

SORP reference
Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.
Para 1.20 The charity has enabled elderly and
retired members to take part in activities
such as: discussion groups, craft
groups, physical activity groups,
creativity groups, cultural activity
groups, day trips, theatre visits,
hosteling, walking , cycling and monthly
meetings with topical speakers and
interactive discussion which they would
otherwise not be able to take part. In
many cases it has enhanced their
knowledge and mobility.

Additional information (optional)

You may choose to include further statements where relevant about:

Achievements against
objectives set
Para 1.41
Performance of fundraising
activities against objectives
set
Para 1.41
Investment performance
against objectives
Para 1.41

Other

Financial Review

Financial Review
Review of the charity’s
financial position at the end
of the period
Para 1.21 The charity’s financial position is set out
in the financial statement (submitted and
uploaded as part of the annual report.)
Statement explaining the
policy for holding reserves
stating why they are held
Para 1.22 The charity aims to hold a reserve which
would allow it to run for 4 months as a
sinking fund.
Amount of reserves held Para 1.22 £11,776 as on 31st December 2025
Reasons for holding zero
reserves
Para 1.22
Details of fund materially in
deficit
Para 1.24
Explanation of any
uncertainties about the
charity continuing as a going
concern
Para 1.23

Additional information (optional)

You may choose to include further statements where relevant about:

The charity’s principal
sources of funds (including
any fundraising)
Para 1.47
Investment policy and
objectives including any
social investment policy
adopted
Para 1.46
A description of the principal
risks facing the charity
Para 1.46
Other

Structure, Governance and Management

Description of charity’s

~~t~~
~~t~~
Type of governing document
(trust deed, royal charter)
Para 1.25 Registered charity governed by
Constitution agreed at AGM.
How is the charity
constituted?
(e.g unincorporated
association, CIO)
Para 1.25 Unincorporated association.
Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
Para 1.25 As defined by constitution.
~~trustees~~

Additional information (optional)

You may choose to include further statements where relevant about:

Policies and procedures
adopted for the induction
and training of trustees
Para 1.51
The charity’s organisational
structure and any wider
network with which the
charity works
Para 1.51
Relationship with any related
parties
Para 1.51
Other

Reference and Administrative details

Charity name Stafford University of the Third Age.
Other name the charity uses Stafford u3a.
Registered charity number 1120043
Charity’s principal address 6, St. John’s Road,
Stafford.
ST17 9 AS.

Names of the charity trustees who manage the charity

Trustee name Office (if any) Dates acted if not for
whole year
Name of person (or body)
entitled to appoint trustee
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
Helen Hood Chair ~~(if any)~~
AGM
Geoffrey
~~Dll~~
Treasuser AGM
~~owza~~
Henryk
~~Silki~~
Secretary AGM
~~maows~~
June Williams
Vice-Chair and
Recruitment
and Retention
AGM
David John
Benge
Membership
Secretary
AGM
Audrey Bright Visits Treasurer AGM
Raymond
~~Bil~~
Newsletter
~~Edit~~
AGM
~~raze~~
Linda Sparkes
~~or~~
WEB site
Administrator
AGM
Alan Cowey AGM

Corporate trustees – names of the directors at the date the report was approved

Director name

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted rf not for whole year

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects

Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Type of Name Address adviser

Name of chief executive or names of senior staff members (Optional ~~information)~~

Exemptions from disclosure

Reason for non-disclosure of key personnel details

Other optional information

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